Tuesday, January 15, 2013

Commercial Lines Account Manager - Memphis, TN


Our client has been in the risk management business for over 60 years and is one of the largest independent insurance brokers in the Mid-South.  They cater to both small and large market business clients and offer a diverse product line that includes employee benefits, safety consulting and claims services.  Due to growth, they currently offer an opportunity to join the service team as an Account Manager.

Commercial Lines Account Manager Responsibilities
Monitor the speed, quality and efficiency of customer service follow through with a variety of industries including construction, manufacturing and wholesale.
Handle new and renewal marketing; negotiating with underwriters from national and regional carriers.
Participate in all aspects of the renewal process- analyzing current coverage, changes in exposure, claims history, billing, marketing strategy, RFPs and designing proposal presentations.

Commercial Lines Account Manager Requirements
Bachelor's degree is highly preferred; commensurate experience will be considered.
Active state insurance license.
About 3-5 years of client service experience as a Customer Service Representative or Account Manager with demonstrated experience taking a lead role on servicing a high volume book of business or complex middle market accounts.
Experience with package policies involving work comp, property, general liability and commercial auto coverage.

Please contact Scott Thompson for immediate confidential consideration and additional details.
Email: sthompson@insurance-csg.com
Phone:  515-987-0242 x 455
See our website at www.csgrecruiting.com/jobs for a complete listing of nationwide opportunities.


Check out all of our postings here:


Check out some of my recent articles on the blog here:




















Director of Commercial Lines Operations - Memphis, TN


Our client is an independent insurance broker deeply rooted in the Memphis market.  As the company grows so too does the need for experienced leadership in the commercial lines division.  This position, Director of Commercial Lines Operations, is a multi-faceted role that will balance the strategic responsibilities of leading the property and casualty service unit with the close management of efficiencies, training and technology utilization vital to client retention.



Director of Commercial Lines Operations Responsibilities
Leadership- management of commercial account managers, account executives and team supervisors; set performance guidelines, accountability measures, review and hiring procedures.
Sales and Service- participate in planning and execution of the agency's business development goals; assignment of teams, coordination with claims and loss control on value added resources; implementation of revenue building strategies like cross selling and account rounding.
Technology- assess the agency's strength and use of technology; lead all technology projects related to system upgrades and conversions; seek out solutions for technology implementation to better communicate with clients about insurance education and administration.
Operations- Team collaborator working with executive leadership on budget preparation, staffing needs, market development and agency branding.

Director of Commercial Lines Operations Requirements
Bachelor's degree.
At least 7-10 years of property and casualty insurance experience in the middle market and risk management space.
Candidates with retail agency or brokerage experience are highly desired.
Particular emphasis in recent roles must include employee development, organizational management, marketing, client deliverables and technology project management.

Please contact Scott Thompsonfor immediate confidential consideration and additional details.
Email: sthompson@insurance-csg.com
Phone:  515-987-0242 x 455
See our website at www.csgrecruiting.com/jobs for a complete listing of nationwide opportunities.


Check out all of our postings here:


Check out some of my recent articles on the blog here:




















Agency Operations Manager - Jackson, MS


Our client is a large regional and national agency who is growing and currently looking for an Operations Manager in their Jackson area office.  They are seeking a dynamic individual who will bring high energy, good work ethic, and an entrepreneurial spirit to the position, along with strong technical skills and past agency experience focused on all lines of insurance risks.



Agency Operations Manager
Oversee multiple offices for all departments including commercial, personal lines, and employee benefits.
Create consistent policies and procedures to be followed and maintained consistently in all offices.
Work with leadership team to develop and implement all procedures and train staff accordingly.
Monitor performance of client service teams and individuals.
Oversee staff, approving vacation time, timecards, daily issues, and much more.
Coordinate with management team to ensure oversight in each office is consistent with overall objectives and goals.

Agency Operations Manager Requirements
Bachelors degree preferred.
7-10 years of insurance experience, preferably on the agency side.
Previous management experience an absolute must.
Some travel required.

Please contact Scott Thompson for immediate confidential consideration and additional details.  
Email: sthompson@insurance-csg.com
Phone:  515-216-5455
See our website at www.csgrecruiting.com/jobs for a complete listing of nationwide opportunities.

Check out all of our postings here:


Check out some of my recent articles on the blog here:



















Agency Sales Manager - Jackson, MS


Our client is a large regional and national agency who is growing and currently looking for a Sales Manager in their Jackson area office.  They are seeking a dynamic individual who will bring high energy, good work ethic, and an entrepreneurial spirit to the position, along with strong technical skills and past agency experience focused on all lines of insurance risks.



Agency Sales Manager
Accountable for overall sales performance within the region for all lines of coverage - commercial, personal lines, and employee benefits.
Work on a daily basis with producers to motivate, mentor, coach, and achieve desired sales goals/results.
Partner with other leaders to ensure budget targets for new business sales, retention, and other income are achieved while maintaining expense controls.
Maintain detailed knowledge of relevant insurance carrier trends, product offerings, and compensation arrangements.

Agency Sales Manager Requirements
Bachelors degree preferred.
8-10 years of progressive insurance experience with past agency sales management success a must.
Extensive travel within the assigned territory.


Please contact Scott Thompson for immediate confidential consideration and additional details.  
Email: sthompson@insurance-csg.com
Phone:  515-216-5455
See our website at www.csgrecruiting.com/jobs for a complete listing of nationwide opportunities.

Check out all of our postings here:


Check out some of my recent articles on the blog here:





















Commercial Lines Account Manager - Baton Rouge, LA


Our client is a large regional and national agency who is growing and currently looking for a commercial lines account manager in their Baton Rouge area office.  They are seeking a dynamic individual who will bring high energy, good work ethic, and an entrepreneurial spirit to the position, along with strong technical skills and past agency experience focused on commercial lines risks.



Commercial Lines Account Manager
Prepare new client submissions in accordance with internal marketing standards for submission to carriers.
Coordinate the development and maintain individual client service schedules in the agency management system and ensure delivery of value-added services.
Maintain client data integrity through regular maintenance and oversight of updates of applications, schedules, etc.
Review company audits for accuracy, invoice and follow up on additional premiums as required.
Prepare renewal marketing submissions in accordance with internal renewal timelines.
Evaluate loss analysis and ensure accuracy prior to submittal on new or renewal business.
Assist in the cross-sell and rounding out of accounts.

Commercial Lines Account Manager Requirements
Bachelor's degree or equivalent experience preferred.
State Property & Casualty license required.
3-5 years of account management experience, preferably in a retail agency setting.
Additional professional designations a plus.


Please contact Scott Thompson for immediate confidential consideration and additional details.  
Email: sthompson@insurance-csg.com
Phone:  515-216-5455
See our website at www.csgrecruiting.com/jobs for a complete listing of nationwide opportunities.

Check out all of our postings here:


Check out some of my recent articles on the blog here:





















Commercial Lines Marketing Specialist - Baton Rouge, LA


Our client is a large regional and national agency who is growing and currently looking for a commercial lines Marketing Specialist in their Baton Rouge area office.  They are seeking a dynamic individual who will bring high energy, good work ethic, and an entrepreneurial spirit to the position, along with strong technical skills and past agency experience focused on commercial lines risks.



Marketing Specialist, Commercial Lines Responsibilities
Responsible for the effective marketing of insurance risks to companies in accordance with the practices, policies, and procedures of the agency.
Assist in the analysis of line of business and insurance company production trends and make recommendations to correct deficiencies.
Market all lines of commercial insurance and directly impact revenue goals through the acquisition of new business and retention of renewals.
Underwrite commercial accounts within insurance company delegated underwriting authority, guidelines, and procedures.
Act as account liaison for the producer in dealing with other departments of the agency for quoting of specialized lines of coverage.
Assist producers with pre-underwriting information gathering and coverage analysis if needed.
Effectively build relationships with insurance company underwriters through a pattern of professional risk submissions, visitations, and good negotiations.

Marketing Specialist, Commercial Lines Requirements
Bachelor's degree required.
3-5 years of marketing or commercial lines underwriting experience.
Intermediate to advanced level of Microsoft Office Suite.
Niches preferred include construction, property, and auto dealerships.

Please contact Scott Thompson for immediate confidential consideration and additional details.
Email: sthompson@insurance-csg.com
Phone:  515-216-5455
See our website at www.csgrecruiting.com/jobs for a complete listing of nationwide opportunities.


Check out all of our postings here:


Check out some of my recent articles on the blog here:





















Employee Benefits Practice Leader - New Orleans, LA


Our client is a large regional and national agency who is growing and currently looking for an Employee Benefits Practice Leader in their New Orleans area office.  They are seeking a dynamic individual who will bring high energy, good work ethic, and an entrepreneurial spirit to the position.  You will also provide a vision and plan for sustained profitable growth of the practice, reflected in an annual budget input complete with commentary regarding economic factors, legislative developments, carriers/markets, and customer segments.



Employee Benefits Practice Leader Responsibilities
Accountable for all aspects of sales and service within the territory.
Ensure that budget targets for new business sales, retention, and other income are achieved while maintaining appropriate expense controls.
Maintain detailed familiarity with periodic financial and production data, able to articulate the basis for deviation from plan and to recommend plan changes mid-term that will improve results.
Review and monitor the sales/retention plans of all assigned client service team, while providing coaching, mentoring, and leadership.
Provide personal leadership in promoting new business sales through a variety of activities and responsibilities.
Act as primary representative for the agency in the territory both in the community and in the carrier markets.
Maintain detailed knowledge of relevant carrier trends and product offerings.

Employee Benefits Practice Leader Requirements
Bachelors degree preferred.
More than 10 years of progressive employee benefits experience, preferably with a retail insurance agency or broker.
Ability to travel frequently.

Please contact Scott Thompson for immediate confidential consideration and additional details.
Email: sthompson@insurance-csg.com
Phone:  515-216-5455
See our website at www.csgrecruiting.com/jobs for a complete listing of nationwide opportunities.


Check out all of our postings here:


Check out some of my recent articles on the blog here:




















Monday, January 7, 2013

Senior Producer - Insurance Sales - Des Moines, IA

I'm working with a strong, entrepreneurial company that is looking to build out their Des Moines office by bringing on a top-flight producer to drive business and assume a leadership role.  Our client primarily plays in the middle market commercial lines and group medical segment and offers terrific resources, a very aggressive compensation plan and a unique and attractive culture.  This is a terrific opportunity for someone looking to move home or looking to move within Des Moines to an organization that has a defined ownership plan.



Senior Producer - Insurance Sales

Our client is a respected regional insurance brokerage that has experienced explosive regional growth over the past ten years.  Their success is attributed to two unique factors, an aggressive acquisition footprint and a unique ownership model available to all game changers who make significant contributions to the organization.  Producers, naturally, are the backbone of the agency's branding in new and established markets.  With several large practices established in the home office, they are looking to grow in the Des Moines area..

Senior Producer Responsibilities:
You will actively seek new business through a variety of successful methods while also being involved in ongoing account consultation and retention.
You will be required to meet face-to-face to qualify prospects, tailor the program to their specific operations, and arrange for appropriate claims and loss control services.
You can access the company's full resources to identify new business but ultimately will be responsible for the complete sales cycle including lead generation, marketing oversight, closing negotiations, and implementing a customer service plan.
You'll will provide financial analysis and make recommendations to the insured

Senior Producer Qualifications:
Bachelor's degree and active state P&C license are required.
History of successful insurance sales consulting with large middle market clients.  
Articulate, driven, and well educated with the desire for resources and mentorship from an agency to build a sustainable insurance career.


Check out all of our postings here:


Check out some of my recent articles on the blog here:




















Thursday, January 3, 2013

Commercial Lines Sales Account Executive - Atlanta, GA

This is a terrific position for someone that has light sales experience or is looking to transition into a sales role.  My client is a leader in property and casualty insurance geared towards the healthcare industry and they are looking for someone that can step in to a hybrid role that is heavily focused on cross selling with additional responsibilities of bringing in new business as well.

Commercial Lines Sales Account Executive Job Description

Our client is a successful commercial insurance agency built around serving the needs of physicians and other healthcare businesses.  A tremendous opportunity exists to provide a complete suite of property and casualty insurance coverage to these accounts.  This position, Commercial Insurance Sales Executive, will focus on capitalizing on revenue through the agency's existing client base not currently being written.  This revenue will be derived from writing commercial package policies with an emphasis on property and General Liability coverage.

Commercial Insurance Sales Executive Responsibilities
Conduct proactive new business prospecting including cold calling and face-to-face visits; this can include existing client relationships or new ones you've developing in the agency's footprint.
Assess and discuss the client's insurance coverage needs; handle marketing and negotiations with underwriters as well as proposal presentations.
Work closely with existing healthcare sales team to arrange joint sales calls, update on client issues and track closing and hit ratios.
Represent the agency at trade associations and during visits from insurance company representatives.

Commercial Insurance Sales Executive Requirements
Bachelor's degree is required.
Approximately 2-5 years of property and casualty insurance experience with a sales emphasis on cross selling, upselling or new business solicitation through cold calling.
Broad property and casualty coverage background required.
Willingness to regularly travel.

Please contact Scott Thompson for immediate confidential consideration and additional details.
Email: sthompson@insurance-csg.com
Phone:  515-216-5455
See our website at www.csgrecruiting.com/jobs for a complete listing of nationwide opportunities.


Check out all of our postings here:


Check out some of my recent articles on the blog here:




















Senior Wellness Consultant - Memphis, TN, Jackson, MS

Hi There!  I"m working on an awesome position for a wellness coordinator for a well respected agency in the Southeast.  My client is focused on groups in the 500 - 10,000 life arena and are terrific consultants.  They are looking for someone to come in and help build out their wellness program as a value added service to their clients.  This is a great opportunity for a wellness specialist that has strong consultative skills!!!  This position can be located in either Memphis, TN or Jackson, MS.



Senior Wellness Consultant Description

With offices throughout the Southeast, our client is a progressive independent insurance broker that is committed to providing long term health management solutions to its clients.  In close conjunction with the employee benefits sales team, this position, Senior Wellness Coordinator, investigates issues pertaining to the health and welfare of a company's workforce.  You'll work closely with businesses as the agency's expert on wellness initiatives and pool together the necessary internal and external resources for the program to be successful.

Senior Wellness Coordinator Responsibilities
As a consultant you will be involved in determining areas of concern within an employer's workforce; you'll gather data, communicate closely with the Human Resources and executive leaders and forecast long term cause and effect strategies for health promotion.
Serve as an expert partner with the agency's group health producers; show sales executives the way to approach a client about wellness initiatives, prepare proposals and presentations on cost and create an agenda for tracking the effects on client satisfaction and retention.
Participate in all phases of designing, implementing, modifying and monitoring wellness plans; hold external partners accountable for results with education and results tracking, coordinate invoice delivery and support web-based systems.

Senior Wellness Coordinator Requirements
Bachelor's degree in business, health promotion or public health
At least 5-8 years of experience managing health promotion and health management programs
Can take a consultative sales approach to wellness promotion and implementation; this includes meeting with executive business leaders on tailored strategies and costs involved with wellness programs.
Some travel is involved

Please contact Scott Thompson for immediate confidential consideration and additional details.
Email: sthompson@insurance-csg.com
Phone:  515-216-5455


Check out all of our postings here:


Check out some of my recent articles on the blog here: